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Towerpoint Wealth, LLC → FPF

Towerpoint Wealth, LLC FPF Position History

First Trust Intermediate Duration Preferred & Income Fund

Quarters held
17
Latest value
$815K
Q3 2026
Peak value
$7.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$6.6M
Q4 2025$2.5M
Q4 2025$349K
Q4 2025$841K
Q1 2026$6.9M
Q1 2026$2.7M
Q1 2026$340K
Q1 2026$846K
Q2 2026$7.1M
Q2 2026$3M
Q2 2026$336K
Q2 2026$844K
Q2 2026$820K
Q3 2026$6.6M
Q3 2026$2.8M
Q3 2026$286K
Q3 2026$815K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$815K16.8K——
Q3 2026$286K6.2K——
Q3 2026$2.8M29.8K——
Q3 2026$6.6M141.4K——
Q2 2026$820K4.1K——
Q2 2026$844K17.0K——
Q2 2026$336K6.8K——
Q2 2026$3M31.2K——
Q2 2026$7.1M147.1K——
Q1 2026$846K17.0K——
Q1 2026$340K7.0K——
Q1 2026$2.7M31.6K——
Q1 2026$6.9M146.0K——
Q4 2025$841K16.8K——
Q4 2025$349K7.1K——
Q4 2025$2.5M31.6K——
Q4 2025$6.6M143.7K——

Other funds holding FPF

Other Towerpoint Wealth, LLC positions

VGES

VANGUARD INDEX FDS

$31.4M
VGES

VANGUARD INDEX FDS

$31M
VGES

VANGUARD INDEX FDS

$30.8M
VGES

VANGUARD INDEX FDS

$30.5M
VGES

VANGUARD INDEX FDS

$30.5M
VGES

VANGUARD INDEX FDS

$30.1M
VGES

VANGUARD INDEX FDS

$27.3M
VGES

VANGUARD INDEX FDS

$23.9M